Welcome to our dedicated page for Lincoln Natl Ind SEC filings (Ticker: LNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Lincoln National Corporation furnished materials related to its third quarter results. On October 30, 2025, the company announced financial results for the quarter ended September 30, 2025 and provided supporting documents.
The package includes a press release (Exhibit 99.1), a statistical supplement (Exhibit 99.2), and an earnings supplement presentation (Exhibit 99.3) made available in connection with the earnings call scheduled for October 30, 2025. These materials are furnished, not filed, under the Exchange Act.
Lincoln National Corp (LNC) reported that a company officer filed a Form 3 initial statement of beneficial ownership. The officer, listed as EVP, Chief Investment Officer, reported no securities beneficially owned (0 shares) and no derivative securities as of the event date 10/13/2025. The filing was made by one reporting person.
Deirdre P. Connelly, a director of Lincoln National Corporation (LNC), reported a non-cash compensation transaction dated 09/30/2025. Under the company's Deferred Compensation Plan for Non-Employee Directors, she was granted 1,115.79 phantom stock units, each equivalent to one share of common stock, payable solely in shares at resignation or retirement. The filing shows a transaction price of $40.33 and reports 43,976.51 shares beneficially owned after the transaction; that total includes 516.81 shares acquired through dividend reinvestment since the last report. The phantom units are accrued as quarterly board retainer/fees and may be transferred into an alternative investment account. The form was signed on behalf of the reporting person on 10/02/2025.
Reginald E. Davis, a director of Lincoln National Corp (LNC), received 1,115.79 phantom stock units on 09/30/2025 as quarterly board compensation under the Deferred Compensation Plan for Non-Employee Directors. Each phantom stock unit equals one share of LNC common stock and is payable solely in shares at resignation or retirement; the reporting person may transfer the phantom account into an alternative investment account at any time. The filing shows 26,789.93 shares beneficially owned following the reported transaction, which includes 309.58 shares acquired through dividend reinvestment since the last report. The transaction was reported on 10/02/2025 and signed by an attorney-in-fact.
Eric G. Johnson, a director of Lincoln National Corp (LNC), received 1,115.79 Phantom Stock Units on 09/30/2025 as quarterly board compensation under the Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is equivalent to one share of LNC common stock and is payable solely in shares at resignation or retirement; the reporting person may transfer the Phantom Stock account into an alternative investment account at any time. The reported units include 1,097.14 shares acquired through dividend reinvestment since the last report. Following the transaction, the reporting person beneficially owns 92,105.15 shares. The per-share reference price shown on the form is $40.33.
Director Gary C. Kelly reported a transaction for Lincoln National Corp (LNC) dated 09/30/2025 that added 1,115.79 Phantom Stock Units under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit equals one share of common stock and the reported units correspond to 1,115.79 underlying common shares with an indicated per-share value of $40.33. Following the transaction, the reporting person beneficially owned 71,447.41 shares, which includes 848.06 shares acquired via dividend reinvestment since the prior report. The phantom units represent quarterly board retainer and fees and are payable in shares at resignation or retirement; the reporting person may transfer the account to an alternative investment option at any time.
LACHMAN M LEANNE, a director of Lincoln National Corp (LNC), was granted 1,115.79 Phantom Stock Units on 09/30/2025 as quarterly payment of board retainer and fees under the company’s Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is the equivalent of one share of LNC common stock and the units are payable solely in shares at resignation or retirement; the reporting person may move the Phantom Stock account into an alternative investment account at any time. The reported grant increased the reporting person’s total beneficial ownership to 37,475.11 shares, which includes 438.43 shares acquired through dividend reinvestment since the last report. The transaction was reported on Form 4 and signed by an attorney-in-fact on 10/02/2025.
Lincoln National Corp (LNC) director Dale LeFebvre received 1,115.79 Phantom Stock units on 09/30/2025 as quarterly payment of board retainer and fees under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock unit is equivalent to one share of LNC common stock and these units are payable solely in shares at resignation or retirement. The filing shows a reported per-share price of $40.33 for valuation and a post-transaction beneficial ownership of 26,003.85 common shares, which includes 300.11 shares acquired through dividend reinvestment since the last report. The form was signed on 10/02/2025 by an attorney-in-fact.
Ryan Owen, a director of Lincoln National Corp (LNC), reported receipt of 1,859.66 Phantom Stock Units on 09/30/2025 as a quarterly board retainer under the company's Deferred Compensation Plan for Non‑Employee Directors. Each Phantom Stock Unit equals one share of LNC common stock and the report shows an attributable per‑share price of $40.33. The filing states the Phantom Stock Units are payable solely in shares at resignation or retirement and may be transferred into an alternative investment account at any time. Following the transaction, the reporting person beneficially owned 19,722.95 shares, which includes 215.40 shares acquired through dividend reinvestment since the last report.
William H. Cunningham, a director of Lincoln National Corporation (LNC), was granted 1,487.73 Phantom Stock Units on 09/30/2025 under the company's Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit equals one share of LNC common stock and the grant reflects the quarterly board retainer and fees accrued in phantom stock, payable solely in shares at resignation or retirement. The filing shows a per-share price reference of $40.33 and reports total beneficial ownership of 187,225.66 shares following the transaction, which includes 2,239.61 shares acquired through dividend reinvestment since the last report. The Form 4 was executed on behalf of the reporting person on 10/02/2025.